Sierra Nevada Brewing 401(k) Plan
Sponsored by Sierra Nevada Brewing Co. · EIN 680025654 · Plan #001
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 1,109
- With balances
- 1,631
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Colton Groome Financial Advisors, Llc CRD 128365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $31,177 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,297 |
| Colton Groome Financial Advisors | Investment advisory (plan) | $18,000 |